Susan Murphy knows OCTG. She is also a repeat contributor to Infill Thinking’s Friday guest post series and a fellow “petro-nerd” who we always enjoy comparing notes with on oilfield trends. Here’s how she sees the business climate in this important vertical as 2019 gets underway… There’s a lot more …

2019 E&P capex budget expectations have devolved fairly rapidly, worn down by macro erosion and crude oil price volatility. Over the past several months, multiple Infill Thinking updates have warned that 2019 E&P budgets (which initially pointed to spending increases) were at risk of contracting into negative territory in the …

In light of recent contract enforcement news, we constructed this time series on a sand producer’s key customers. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to …

We recently had an opportunity to tour a local sand mine in Louisiana and learn from a management team who got their start in developing in-basin sand before it became a trend. Check out our takeaways and analysis of this mine and market here. There’s a lot more to this …